Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | 0.042 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.018 | 0 | — |
| 3 years | 0.324 | 0 | — |
| 5 years | 0.303 | 0 | — |
| 10 years | 0.179 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.273 | — |
| 2023 | 0.566 | — |
| 2022 | 0.222 | — |
| 2021 | 0.329 | — |
| 2020 | 0.072 | — |
| 2019 | 0.115 | — |
| 2018 | -0.155 | — |
| 2017 | 0.263 | — |
| 2016 | 0.201 | — |
| 2015 | 0.042 | — |
| 2014 | 0.563 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.154 | 0.229 | -0.001 | -0.102 |
| 2023 | -0.027 | 0.155 | 0.147 | 0.215 |
| 2022 | 0.033 | -0.082 | 0.162 | 0.110 |
| 2021 | 0.104 | 0.159 | 0.095 | -0.050 |
| 2020 | -0.174 | 0.185 | -0.038 | 0.139 |
| 2019 | 0.061 | 0.036 | -0.032 | 0.048 |
| 2018 | -0.111 | -0.050 | -0.044 | 0.048 |
| 2017 | 0.129 | -0.001 | 0.045 | 0.072 |
| 2016 | -0.059 | 0.107 | 0.108 | 0.040 |
| 2015 | 0.011 | 0.023 | -0.032 | 0.041 |
| 2014 | 0.105 | 0.309 | -0.006 | 0.087 |
| 2013 | -0.015 | -0.126 | 0.078 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | 0.324 |
| 5 years | 0.303 |
| 10 years | 0.179 |